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JPMorgan Chase
JPM

Overview Fund Activity

3,962 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 448 funds opening new positions, 1,564 increasing their positions, 1,632 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,962
Holders Change
+283
Holders Change %
+7.69%
% of All Funds
58.08%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.32%
New
448
Increased
1,564
Reduced
1,632
Closed
102
Calls
$8.1B
Puts
$10.4B
Net Calls
-$2.29B
Net Calls Change
-$287M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.4B
2
State Street
State Street
Massachusetts
+$543M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$542M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$483M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$396M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$509M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
Bank of America
Bank of America
North Carolina
-$325M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$323M
5
Millennium Management
Millennium Management
New York
-$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
1026
Royal Fund Management
Florida
$10.2M +$63.5K +373 +0.6%
BL
1027
BCWM LLC
Kansas
$10.1M -$153K -900 -1%
EFS
1028
Essex Financial Services
Connecticut
$10.1M -$524K -3,081 -5%
RWA
1029
River Wealth Advisors
Pennsylvania
$10.1M +$337K +1,982 +3%
XF
1030
XML Financial
Maryland
$10.1M -$190K -1,115 -2%
FM
1031
Freemont Management
Switzerland
$10.1M – – –
BFS
1032
Bard Financial Services
Connecticut
$10M +$52.7K +310 +0.5%
CNB
1033
Camden National Bank
Maine
$10M -$144K -844 -1%
RCM
1034
Radnor Capital Management
Pennsylvania
$10M -$3.74K -22 -0%
BOH
1035
Bank of Hawaii
Hawaii
$10M -$420K -2,468 -4%
PVI
1036
Pine Valley Investments
New Jersey
$10M +$1.5M +8,820 +18%
RDWM
1037
Red Door Wealth Management
Tennessee
$9.93M +$321K +1,886 +3%
SP
1038
Symmetry Partners
Connecticut
$9.93M -$1.62M -9,492 -14%
BIM
1039
Bridgecreek Investment Management
Oklahoma
$9.93M -$549K -3,225 -5%
FWTB
1040
First Western Trust Bank
Colorado
$9.92M +$272K +1,599 +3%
CC
1041
Constitution Capital
Connecticut
$9.91M -$735K -4,322 -7%
PT
1042
Plimoth Trust
Massachusetts
$9.89M -$199K -1,167 -2%
APP
1043
Avantax Planning Partners
Iowa
$9.88M +$1.91M +11,214 +24%
GA
1044
GFS Advisors
Texas
$9.86M -$1.7M -10,000 -15%
MCM
1045
Mengis Capital Management
Oregon
$9.86M +$2.72K +16 +0%
GAM
1046
Gotham Asset Management
New York
$9.85M +$504K +2,964 +5%
HAI
1047
Hennessy Advisors Inc
California
$9.82M -$3.11M -18,300 -24%
MRCM
1048
M&R Capital Management
New Jersey
$9.81M -$2.72K -16 -0%
WCA
1049
Waratah Capital Advisors
Ontario, Canada
$9.74M -$2.07M -12,161 -18%
SA
1050
SRH Advisors
Kansas
$9.74M – – –
40 41
42
43 44